- WSFS Bank (Greenville, DE)
- …is more than part of our name, it's our mission and our purposeThe Fiduciary Specialist is responsible for supporting the Trust Officers by providing high ... in select client meetingsHave knowledge, understanding and application of fiduciary principles, securities processing and clearing, trust and accounting systems… more
- Ballard Spahr, LLP (Middle City West, PA)
- …of 3 days a week in the Philadelphia or Minneapolis office. Our Estate Specialist /Tax Accountant will: Prepare Federal and State fiduciary income tax returns ... over 600 lawyers in 15 offices across the country is seeking an Estate Specialist /Tax Accountant to prepare the tax filings for clients of our Private Client… more
- Truist (Charlotte, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related ... and training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that… more
- First International Bank and Trust (Edina, MN)
- …benefits, wealth management, investments, and asset management activities. + Certified Fiduciary & Investment Risk Specialist (CFIRS) or similar industry ... committees, senior leaders, and team members on complex risk management and fiduciary compliance issues. + Identify and evaluate proposed changes in fiduciary… more
- Zions Bancorporation (Houston, TX)
- …You bring the talent; we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in Houston, ... TX. A Fiduciary Services Manager develops new business and promotes trust...may meet requirements. + Employs advanced knowledge as a specialist of trusts and estates. + Uses judgement within… more
- Safran (Grand Prairie, TX)
- …and obligations as necessary to ensure customer satisfaction *The Business Development Specialist will have a fiduciary responsibility to manage company funds ... Business Development Specialist (potential new grad opportunity) Company : Safran...we are seeking a talented and motivated Business Development Specialist to join our team. As a Business Development… more
- Bank of America (New York, NY)
- UHNW Sr. Product Specialist - OTC EQ New York, New York **Job Description:** The Investment Solutions Group (ISG) provides investment solutions, trading ... capabilities, fiduciary execution, advisor and client support for all Bank...wide breath and depth across investment solutions, trading and fiduciary execution including traditional investments, alternative investments, personal retirement… more
- Veterans Benefits Administration (Indianapolis, IN)
- Summary The Veterans Service Representative (Authorization Quality Review Specialist ) is an integral part of the VSC quality assurance program and is a key technical ... Ensures all program requirements imposed by Compensation Service and/or the Pension and Fiduciary Service and the Court of Appeals for Veterans Claims are met or… more
- New York Medical College (Valhalla, NY)
- Overview The Retirement Benefits Specialist will assist employees with retirement and healthcare plans and will provide administrative support for those plans to ... employees, retirees, and beneficiaries. The Specialist is responsible for timely completion of plan administration,...with internal partners (eg, Finance) and external partners (plan fiduciary and consultants) is a critical aspect of the… more
- AdventHealth (Orlando, FL)
- …and spacing + Identify appropriate services to meet desired clinical and fiduciary outcomes and obtains physician orders if indicated + Evaluates visits per ... escalated clinical authorizations and denials, prioritizing timelines/limits **Accountability / Fiduciary :** + Identifies quality performance improvement opportunities and leads/participates… more
- Banco Popular Puerto Rico (San Juan, PR)
- …and join our community! General Description Ensures the integrity of Fiduciary Services accounting information by recording, verifying, and analyzing distribution ... deadlines. + Knowledge in federal and state laws that govern the Fiduciary Services industry and/or related activities. + Excellent interpersonal, customer and… more
- City of Durham (Durham, NC)
- Engineering Specialist - Customer Service Front Desk Print (https://www.governmentjobs.com/careers/durhamnc/jobs/newprint/4483921) Apply Engineering Specialist ... significantly impacting the community you serve. As an Engineering Specialist at the City of Durham's Public Works Department,...Munis deposits as required and adhere to the city's fiduciary guidelines. + Assist with desk procedure updates and… more
- Team Rubicon (Los Angeles, CA)
- Specialist , Full Stack Developer II at Team Rubicon (View all jobs) Los Angeles, CA OR Remote Team Rubicon (TR) is seeking a Specialist , Full Stack Developer II ... Job Type: + Full-time, salary, exempt Job Tier: + Specialist Pay Range: + $80,514.00 - $137,241.60 per year...A Donor : Every leader must be committed to fiduciary responsibility, transparency and financial stewardship Perks of the… more
- Insight Global (Chicago, IL)
- …client's organization in downtown Chicago. The Wealth Management Account Transition Specialist is responsible for working alongside Private Wealth Advisors in the ... communication skills, prioritization and organization. The Wealth Management Account Transition Specialist may manage 50-100 accounts at various stages on any given… more
- Bank of America (Dallas, TX)
- Oil & Gas Regulatory & Research Specialist - SAM Associate II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... within The Private Bank Group with a full and in-depth understanding of all fiduciary aspects associated within a given segment of specialty assets, ie, real estate,… more
- Pennsylvania State University (University Park, PA)
- …and Finance invites applications for the position of Floating Financial Specialist (Financial Coordinator) to support financial operations across the University. ... to faculty and staff in Academic and/or Administrative units. The Financial Specialist (Financial Coordinator) will have a broad range of responsibilities, including… more
- Bank of America (Pennington, NJ)
- Investment Advisory Specialist Pennington, New Jersey **Job Description:** The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an ... backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes. The Investment Advisory … more
- Plante Moran (Southfield, MI)
- Estate Settlement Specialist - Southfield, MI + Location: United States, Michigan, Southfield Make your mark. Having roots in one of the nation's largest and most ... environment each day. Your role. As an Estate Settlement Specialist , you'll dive in with hands-on experience and substantial...pursuant to the terms of the Trust + Understand fiduciary accounting and trust accounting system + Facilitate account… more
- BlackRock (Atlanta, GA)
- …One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist /C is a Associate/VP eligible role in US Wealth Advisory. The ... solutions in conjunction with the advisor's investment goals + Deliver fiduciary and investment insights through portfolio construction conversations + Embrace… more
- Truist (New York, NY)
- …essential functions. 1. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills with the ability ... Preferred Qualifications: 1. Undergraduate Degree 2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts The annual base salary for this position… more
